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Net worth, Dec 2009

December 31st, 2009 at 09:10 pm

The workplace 403B (subset of the IRA/403B) has been growing especially fast - its within 700$ of 6 digits. The taxable money has stabilized a bit. The plan is to bulk up the 403B as much as possible, using the cash when necessary. The idea is that the fastest growing money is in tax-free and tax-deferred buckets.

My Drp stock portfolio was up 12% as compared to last year. Several of the stock increased their dividend slightly - it always helps when you get paid to hold something. My bank stock is still doing poorly, but less poorly than before. I still might sell it to help with taxes, but I was dissuaded from doing so because I had enough tax help.

Still could not pull the trigger to put Gramma's money in the stock market. March would have been the best time, but they don't ring a bell at the bottom.

About 10% up from last year at this time.


$165,529 IRA/403B
$202,308 Vanguard taxable
$24,931 stock
$12,561 I-bonds
$117,067 CDs
$27,161 ING, paypal, farmette savings
$1,743 immediate cash
---
$551,300 total

By comparison:
December 2009 ($551,300 total, $385,771 in taxable accounts)
June 2009 ($512,054 total, $379,475)
Dec 2008 ($498,148 total, $386,021)
June 2008 ($524,261 total, $387,481)
Dec 2007 ($328,688 total, $192,747)
June 2007 ($176,422 total, $48,205)
Dec 2006 ($132,062 total, $40,329)
June 2006 ($120,261 total, $65,148)
Dec 2005 ($67,778 total, $23,740)
June 2005 ($46,115 total, $11,293)
Dec 2004 ($38,338 total, $7,558)
June 2004 ($29,050 total, $4,533)

2 Responses to “Net worth, Dec 2009”

  1. creditcardfree Says:

    Wow! Quite a change from 2004. Great job!

  2. Apprentice Bliss Hunter Says:

    Very impressive !!

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